Good Morning: This is a daily review of the stocks in your portfolio, updated on Friday, July 4, 2025 at 7:13 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0855564 -0.1241680 9144.436 1
Buy_Hold -0.0771790 -0.1122478 9295.290 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.002439 -0.0036133 9975.61 2
Buy_Hold 2.280645 4.8188043 33235.29 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ALT

ALT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.3627844 -0.4872764 6372.156 1
Buy_Hold -0.2884903 -0.3962184 6948.906 1

##### ALT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ALTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0155085 0.0230748 10155.085 2
Buy_Hold -0.1172630 -0.1688050 8874.518 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN

AMZN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0279145 0.0416564 10279.14 2
Buy_Hold 0.1894266 0.2932336 11893.00 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ASTS

ASTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3483728 0.5574862 13483.73 4
Buy_Hold 0.7798594 1.3504984 18149.25 1

##### ASTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ASTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.00 0
Buy_Hold 3.874214 9.464473 46686.75 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BKSY

BKSY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4926999 0.8108757 14927.00 4
Buy_Hold 2.3720565 5.0607514 32447.13 1

##### BKSY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BKSYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CCCM

CCCM sd indic
## [1] NA
## [1] NA
CCCM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CCCMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0084937 -0.0125649 9915.063 2
Buy_Hold 0.5320965 0.8821724 15219.315 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CLBR

CLBR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2122605 0.3302054 12122.60 1
Buy_Hold 0.5374149 0.8918658 15389.11 1

##### CLBR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CLBRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COF

COF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1802570 0.2784823 11802.57 4
Buy_Hold 0.3698146 0.5943402 13447.16 1

##### COF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COIN

COIN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2931474 0.2092281 12931.47 4
Buy_Hold 0.7352712 0.5027723 17081.13 1

##### COIN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COINStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COIN

COIN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2931474 0.2092281 12931.47 4
Buy_Hold 0.7352712 0.5027723 17081.13 1

##### COIN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COINStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CTM

CTM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.00000 10000.00 0
Buy_Hold 5.851852 16.33654 69811.32 1

##### CTM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CTMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1059083 0.1609329 11059.08 4
Buy_Hold 0.3048511 0.4835498 12942.28 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF

ELF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0991943 0.1505006 10991.94 1
Buy_Hold 0.1866280 0.2887256 12218.28 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL

GOOGL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0526121 -0.0769910 9473.879 1
Buy_Hold 0.0862830 0.1305251 10969.023 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1306704 0.1996728 11306.70 1
Buy_Hold 1.2080074 2.2354164 22316.28 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5620131 13510.15 2
Buy_Hold 2.4885441 5.3736800 34314.79 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

IONQ

IONQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3116599 0.4950394 13116.60 2
Buy_Hold 1.6173350 3.1630822 28094.94 1

##### IONQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
IONQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

META

META sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0848500 0.128315 10848.50 2
Buy_Hold 0.2542695 0.399104 12527.83 1

##### META Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
METAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MIRA

MIRA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.6152884 1.0356360 16152.88 5
Buy_Hold -0.0697674 -0.1016582 10256.41 1

##### MIRA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MIRAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3230138 0.514263 13230.14 2
Buy_Hold 0.7239481 1.241880 17089.98 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2539286 -0.3522377 7460.714 1
Buy_Hold -0.2436641 -0.3389833 7431.519 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 1.1549121 2.1207594 21294.81 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2527766 0.3966361 12527.77 4
Buy_Hold 0.7188478 1.2320550 17154.61 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA

NVDA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2586885 0.4064171 12586.88 4
Buy_Hold 0.1257595 0.1919570 11306.32 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8996928 0.6067482 18996.93 6
Buy_Hold 1.1561772 0.7643868 20647.32 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8996928 0.6067482 18996.93 6
Buy_Hold 1.1561772 0.7643868 20647.32 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OUST

OUST sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 1.572610 3.058064 25726.10 4
Buy_Hold 2.010596 4.123089 29103.71 1

##### OUST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OUSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

PLTR

PLTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7299281 1.253417 17299.28 4
Buy_Hold 1.9950958 4.084039 30640.82 1

##### PLTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
PLTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QBTS

QBTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8599034 1.50888 18599.03 2
Buy_Hold 15.1442322 60.76012 144741.39 1

##### QBTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QBTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RGTI

RGTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.302384 0.4793937 13023.84 2
Buy_Hold 10.024590 34.0872252 109349.59 1

##### RGTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RGTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ROBN

ROBN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.00 0
Buy_Hold 1.181879 5.504194 20934.88 1

##### ROBN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ROBNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RTAC

RTAC sd indic
## [1] NA
## [1] NA
RTAC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RTACStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RZLV

RZLV sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1135135 0.1727871 11135.135 2
Buy_Hold -0.4448819 -0.5820841 5330.813 1

##### RZLV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RZLVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1860016 0.2877173 11860.02 4
Buy_Hold 0.4740037 0.7773557 14546.82 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SOFI

SOFI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2339978 0.3657152 12339.98 4
Buy_Hold 0.6897179 1.1762113 16565.57 1

##### SOFI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SOFIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0981081 0.1488157 10981.08 4
Buy_Hold 0.0799600 0.1207841 10753.73 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2103506 -0.2953695 7896.494 1
Buy_Hold -0.3115904 -0.4250476 6868.194 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4814815 0.7907381 14814.82 2
Buy_Hold 6.1601212 17.5051977 71818.18 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSLA

TSLA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1147076 -0.1652357 8852.924 1
Buy_Hold 0.1714774 0.2644100 12317.878 1

##### TSLA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSLAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2839833 -0.3905405 7160.167 3
Buy_Hold -0.4534682 -0.5916303 5449.873 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1955847 0.3031711 11955.85 5
Buy_Hold 0.9411058 1.6729485 19695.12 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))